+101.2%
APO vs IOT
+54.1%
+47.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -3.5% | -4.5% | +1.0% | -2.6% |
| 30D | -6.6% | -2.4% | -4.1% | -6.2% |
| 3M | -3.3% | +19.0% | -22.2% | -7.7% |
| 6M | +22.6% | +19.6% | +3.0% | +15.6% |
| YTD | -9.8% | +8.3% | -18.0% | -14.0% |
| 1Y | -3.9% | -0.8% | -3.1% | -6.9% |
| 3Y | +52.5% | +24.4% | +28.1% | +34.8% |
| All | +101.2% | +54.1% | +47.1% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling